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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,365 | $45,566-37.8% | $64,105-55.8% | $59,633-52.4% |
| Participation rate | 36.1% | 60.2%-24.1pp | 68.2%-32.1pp | 68.7%-32.6pp |
| Annual return | -0.96% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,058 | $2,057+0.1% | $2,822-27.1% | $3,192-35.5% |
| Admin fee / account holder | $1,533 | $3,268-53.1% | $4,499-65.9% | $4,297-64.3% |